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Summary: In recent months, many employers have been implementing their return-to-office plans based on business priorities, industry norms, brand values, culture and other considerations. At some companies, workers continue to perform their roles exclusively from home, while other businesses are encouraging — or even requiring — their people to spend a portion of their workweek in the office.
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Summary: The calendar has officially rolled into the fourth quarter of 2022, which means many RIAs will be conducting strategic planning sessions in the coming weeks and months as they look forward to 2023.
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Summary: Advisors are facing a far greater risk of a data breach than they were even six months ago, but the safety net — cyber insurance — has become much more costly
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Summary: Advisers today have many tools to help them increase their efficiency, and technology, in particular, allows for unparalleled opportunities to be productive. When advisers are able to accomplish more without adding additional staff, they see better business metrics and greater profitability.
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Summary: While financial advice firms traditionally have been slow to adopt new technology, pandemic restrictions provided a new impetus for employing various fintech solutions. The 2022 InvestmentNews Adviser Technology Study provides insight into what independent advisory firms are doing in this year. Click through to see the financial technology solutions that are gaining the most traction, based on the portions of firms that said they planned to add the solution in 2022.
